Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Office Administrator

Location:

Balsall Common (Office-Based)

Salary:

£25,000 – £30,000 (dependent on experience)

Why Join Us?

This is a great opportunity for a reliable and organised Office Administrator to join a busy and supportive financial services firm. You will play a key role in ensuring the smooth day-to-day running of the office, supporting both advisers and operational teams. This role offers flexibility and may be suitable for part-time or school-hours working, depending on experience.

Benefits:

• Competitive salary
• Pension scheme
• 25 days holiday plus bank holidays (pro-rata if part-time)
• Flexible working arrangements (where applicable)
• Supportive and friendly team environment
• Exposure to a professional financial services setting

About the Company:

Our client is a well-established financial planning firm providing high-quality advice and service to private clients. They pride themselves on professionalism, efficiency, and a supportive team culture, ensuring both clients and staff receive excellent service and care.

Key Responsibilities:

• Provide general administrative support to the office team
• Handle incoming calls, emails, and post
• Maintain and update client and office records
• Support advisers and support staff with basic administrative tasks
• Assist with scanning, filing, and document management
• Coordinate office supplies and general office organisation
• Support onboarding and client servicing processes where required
• Ensure a tidy, efficient, and well-organised office environment

What We’re Looking For:

• Previous experience in an administrative or office support role
• Strong organisational skills and attention to detail
• Good communication skills, both written and verbal
• Proficient with Microsoft Office (Word, Excel, Outlook)
• Ability to work independently and as part of a team
• Reliable, professional, and proactive attitude

Desirable Skills:

• Experience in financial services or professional services environment
• Familiarity with client record systems or CRM platforms
• Experience supporting a busy office or multiple stakeholders
• Flexibility to work part-time or school hours (where applicable)

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.